Mon.Jun 21, 2021

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Understanding the Strategy & Analytics Revolution

Cipher

In recent years, the role of analytics in the strategic decision-making process has been elevated to new levels of prominence. In fact, it’s safe to say that the majority of organizations don’t make important strategic decisions without first consulting the data. A recent McKinsey report termed this phenomenon “the strategy-analytics revolution” , and highlighted the key benefits organizations can realize by prioritizing the use of analytics in the strategic decision-making process.

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Pride Month: I’m Not Afraid Anymore

Crayon

Work is stressful. At times, we all feel overwhelmed, be it because of a growing workload, a shrinking deadline or a hefty quota. What if, in addition to those traditional workplace worries, employees also felt that they couldn’t truly be themselves? What if they feared the judgement that would come with revealing their LGBTQ+ identity? Studies suggest this can decrease productivity and cause significant emotional trauma.

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Competitive Intelligence And Lessons From The Military Gets Things Done

Octopus

Competitive Intelligence and lessons from the military gets things done We explain how Competitive Intelligence and lessons from the military gets things done. You can learn from the military to make sure you put everything in your packs and belt. Read More. The post Competitive Intelligence And Lessons From The Military Gets Things Done appeared first on Octopus Competitive Intelligence.

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How to Plan a Threat Hunt: Using Log Analytics to Manage Data in Depth

Dataversity

Click to learn more about author Thomas Hazel. Security analysts have long been challenged to keep up with growing volumes of increasingly sophisticated cyberattacks, but their struggles have recently grown more acute. Only 46% of security operations leaders are satisfied with their team’s ability to detect threats, and 82% of decision-makers report that their responses to threats […].

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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Facebook Analytics Is Going Away: 4 Things Marketers Can Do

Weidert Group

The standalone Facebook Analytics Tool is going away on June 30, 2021. If you use Facebook as part of your marketing efforts, it’s possible this news is freaking you out right about now. But fear not! Facebook Analytics Tool is not the only way to measure engagement. In fact, I have viewed various Facebook metrics daily, for years, while running paid ads and handling content promotion for clients.

More Trending

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8 Local Communication Bridges and 4 Experts to Help You Build Them

Moz

Where can we look for inspiring models and methodologies to help us build better communication bridges with the communities we serve? Miriam chatted with respected experts including David Mihm, Aaron Weiche, Claire Carlile, and Ellen Dunne to equip you with tips for becoming the most connected local business in town.

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Introducing Account-Based Academy, Module 4: Building the Framework for an Effective Go-to-Market Strategy

Intriccately

The backbone of any thriving business is a great product or service that customers love. But even great products stumble if they don't hit the market at the right time, in the right way. Whether you’re launching a new product or service, or releasing a new feature, you’ll need a comprehensive go-to-market (GTM) plan that's grounded in data and focused on customer success.

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REPRINT: Need an Rx for retirement? The doctor is in. #AnnuityAwarenessMonth

Wink Intel

It took me a long time to get my “doctorate in lifetime income.” The journey commenced once I reviewed my retirement account statement after the dot-com bubble burst. I felt absolutely nauseous. Losing money did not sit well with my stomach. If a 401(k) had caused me to retch so violently, what retirement product could offer the soothing guarantees that would pacify my risk tolerance and secure my financial future?

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A Guide to Creating and Targeting Your Custom Audience

Netbasequid

When it comes to your marketing messaging, ensuring that you’re talking to the right people makes a big difference. Understanding the voice of the customer means knowing precisely who your audience segments are. Here, we’ll explore creating and targeting your custom audience with a focus on: Why custom audiences are essential. Keeping your audiences engaged.

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7 Strategies to Gather (and Actually Use) Competitive Intel from Employees

Leaders in competitive intel know that the employees who interact with customers and prospects every day hold valuable competitive insights that could help win sales. But they don’t have a good plan or system to gather, organize, and share these insights with the stakeholders who need them. In this eBook, we outline 7 strategies to make it easier to build and scale an employee sharing program that will drive competitive advantage.

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Wink, Inc. Releases 1st Quarter, 2021 Deferred Annuity Sales Results

Wink Intel

— FOR IMMEDIATE DISTRIBUTION — . NEWS RELEASE. . STRUCTURED ANNUITY SALES BEGIN TO CLOSE THE GAP ON INDEXED ANNUITIES’ SALES. . Wink, Inc. Releases 1 st Quarter, 2021 Deferred Annuity Sales Results. Des Moines, Iowa. June 21 st , 2021 – Wink’s Sales & Market Report is the insurance industry’s #1 resource for annuity sales data since 1997.

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REPRINT: Unknowingly Sticking It To Your Annuity Clients? #AnnuityAwarenessMonth

Wink Intel

Posted By: Editor On 8/3/2011 11:00:00 AM. By Sheryl Moore. AnnuityNews. Are you sticking it to your clients? You might be and not even know it. The key to illuminating whether you are unknowingly putting your life insurance and annuity clients in a bad position with the products that you sell them is to identify what type of contract you have with the insurance company you are appointed with.

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BofA Chief: All Vaccinated Staff to Return to Offices in September

Wink Intel

Bank of America expects all of its employees who have been vaccinated against Covid-19 to return to the office after Labor Day, according to news reports. “After Labor Day, our view is all the vaccinated teammates will be back and we’ll be able to operate fairly normally, and we’ll then start to make provisions for the other teammates as we move through the fall,” CEO Brian Moynihan told Bloomberg last week.

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The Annuity Model is Broken: Reprint #AnnuityAwarenessMonth

Wink Intel

Do you remember the last time that you watched CNN, CNBC, “Shark Tank,” “The Profit,” or even the market update segment of the news? While viewing this programming, have you ever seen commercials for financial services products? I know that I have. I recall commercials for mutual funds and securities. Once in a great while, I have seen life insurance commercials (on local TV stations), but it is almost always for final expense products that are guaranteed issue, not fully underwritten cash val

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What Regulations Will Impact Sustainability Comms in 2024?

Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission

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What’s Behind the Soaring Social Security COLA Estimates for 2022?

Wink Intel

As inflation rises, the cost-of-living adjustment (COLA) that Social Security recipients can expect rises along with it. The easing COVID-19 pandemic has led to some unusual increases in certain components of the price index on which COLAs are based. That index, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), rose 5% in May, leading The Senior Citizens League, an advocacy group, to raise its 2022 Social Security COLA estimate to 5.3% from 4.7% a month earlier. .

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Advisors Embrace Financial Education for Students: Survey

Wink Intel

Many advisors have risen to the opportunity to deliver financial education to students as a core component of their business model, according to a new survey from MoneyGuide. The survey was conducted in mid-May among some 700 advisors in the U.S., all of whom provide financial advice. Seventy-eight percent of respondents agreed that financial education for students is more important than ever as it can improve financial knowledge and lead to better personal finance behaviors.

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Integrity Marketing Acquires Two Distributors: Deals

Wink Intel

Integrity Marketing Group LLC — a big insurance distributor — has acquired two smaller distributors: Theodore Group and Aspect Management. Integrity Marketing is a Dallas-based company that’s been growing rapidly through acquisitions. It has ties to 370,000 agents, and those agents could make about $7 billion in sales this year. Theodore Group is a 12-year-old, Kissimmee, Florida-based distributor that will make about $15 million in life insurance sales this year.

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Advisors Carson Group Partners With FIG on Insurance Solutions

Wink Intel

Carson Group has entered a strategic partnership with Financial Independence Group that will provide Carson advisors with access to FIG’s fee-based insurance products. Most of our advisors have been in the planning business for years so insurance is a core part of the planning process,” Jamie Hopkins, Carson managing partner of wealth solutions, told ThinkAdvisor on Tuesday.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Treasury Secretary Fears the Attack of the Bad Interest Rate Benchmarks

Wink Intel

Treasury Secretary Janet Yellen wants to see banks, life insurers and other organizations preparing now to shift away from the Libor interest rate benchmark Jan. 1, 2022. Yellen and other top federal regulators are calling for U.S. companies to tie the rates in variable-rate contracts to the new Secure Overnight Financing Rate benchmark. “We have reached a critical juncture and more must be done to facilitate an orderly transition,” Yellen said last week, at a Financial Stability Oversight Counc

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Thrivent’s purpose-driven RIA aims to be ‘household name’ under Carolyn Armitage

Wink Intel

Aiming to turn its hybrid arm into a destination for “purpose-driven” advisors, financial services firm Thrivent picked 30-year industry veteran Carolyn Armitage to lead the RIA. Thrivent Advisor Network spans 180 advisors managing $6.5 billion in client assets. It launched in 2019 with 130 former representatives from the fraternal benefit society’s legacy insurance broker-dealer, Thrivent Investment Management.

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New York Life climbs to No. 67 in 2021 Fortune 500.

Wink Intel

New York Life ranks No. 67, six positions up from last year, in the 2021 Fortune 500. We remain both the largest mutual insurance company and in the Fortune 100. Our write-up this year explains: “New York Life, which jumps six spots this year, was well prepared for COVID-19. After all, the 175-year-old company previously survived yellow fever, the Spanish flu, two world wars, and the Great Depression.

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The NAIC’s Top 10 Annuity Issuers of 2020

Wink Intel

COVID-19 may have reshaped the U.S. population, but about 38 million baby boomers are on track to turn 65 over the next eight years. The pandemic, low interest rates, worries about inflation, and the loss of defined benefit pension plans have all combined to complicate those boomers’ retirement planning efforts. Annuity issuers could play a role in helping some of the younger boomers get through retirement.

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What Questions Are Brands Asking About Their ESG Initiatives Ahead of 2024?

Temperatures are rising (and not just metaphorically) as key stakeholders anxiously anticipate the outcomes of COP28. While companies reconsider their 2024 environmental sustainability strategies, there is another aspect of ESG that deserves exploring, the social sector. In the latest edition of "Navigating ESG Comms Through the Cosmos - Sagittarius Edition", 3BL hones in on this sign’s bold quality of asking questions others are burning to know the answers to.

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NAIC Forms Work Group To Better Regulate Index-Linked Annuities

Wink Intel

Registered index-linked annuities are the shining star of recent annuity sales reports and now they have earned the attention of state insurance regulators as well. A National Association of Insurance Commissioners’ task force today created a subgroup to focus solely on the index-linked annuity products. “These products are exclusively filed in the states as variable annuities and are funded through non-unitized separate accounts,” read a notice to the task force from Pete Webe

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Gen X Wants To Talk Annuities, Study Shows

Wink Intel

Gen Xers know the value of creating their own pension as company pension plans fade and they realize they are on their own more than their older siblings and parents are, according to a new report. A large majority (71%) of 45- and 54-year-old investors are at least “somewhat interested” in purchasing an annuity, according to Protected Retirement Income and Planning Study, a joint project between Alliance for Lifetime Income and CANNEX.

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Generation X Turning to Annuities at Higher Rates in Search of Protection as Private Sector Pensions Disappear

Wink Intel

WASHINGTON , June 21, 2021 /PRNewswire/ — Today, the Alliance for Lifetime Income and CANNEX released the first installment of the Protected Retirement Income and Planning Study , a joint research effort with both investors and financial professionals, designed to better understand and forecast retirement income trends. The inaugural study finds investors eager for financial protection amid a challenging fixed-income environment and the declining prevalence of private sector pensions.

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Ex-FA Gets Spot on US Olympic Team After Winning Decathlon Trials

Wink Intel

A former financial advisor will represent the U.S. at the Tokyo Olympics after coming in first during the Olympic trials in decathlon over the weekend, according to news reports. Garrett Scantling earned a personal-best score of 8,647 points at the trials held at Hayward Field in Eugene, Ore., earning him a spot on the U.S. Olympic team heading to Tokyo next month, according to the Associated Press.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.